Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Rotary Electric Club of Great Falls
EIN 85-3618612 • 501(c)4 • Great Falls, MT
990-N Coverage
Profile
The mission of rotary is to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
61st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
14th percentile
Higher net margin than 14% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$57,468
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Net Assets
$57,468
No earlier filing loaded for comparison.
Revenue
$26,508
No earlier filing loaded for comparison.
Expenses
$37,859
No earlier filing loaded for comparison.
Net Income
-$11,351
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $57,468
- Liabilities
- $0
- Net assets
- $57,468
- Revenue
- $26,508
- Expenses
- $37,859
- Net income
- -$11,351
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Jan 16, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $99,796
Mission and Program Overview
Mission
The mission of rotary is to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| SERVICE PROJECTS TO SUPPORT THE COMMUNITY. | $21,505 | $73,288 |
| MEMBER SERVICES TO APPROXIMATELY 35 MEMBERS. | $0 | $16,354 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| AARON GRAY | Director | - | $0 | - | - |
| TODD NEIGHBOR | Director | - | $0 | - | - |
| JOANN GOGO | Director | - | $0 | - | - |
| ZACH SWARTZ | Past President/Treasurer | - | $0 | - | - |
| HEATHER PALERMO | President | - | $0 | - | - |
| TOM JACOBSON | President-Elect | - | $0 | - | - |
| JORDYN ROGERS | Secretary | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Mt Multicultural Fair | $44,540 | $44,540 | $21,420 | $23,120 |
| Tardi Gras | $44,731 | $32,072 | $22,596 | $9,476 |
| Total Events | $89,271 | $76,612 | $94,793 | $-18,181 |
Filing and Contact Details
Filer
- Filer Name
- Rotary Electric Club of Great Falls
- EIN
- 85-3618612
- Phone
- 4067818098
- Address
- PO BOX 1633, GREAT FALLS, MT 59403
Signing Officer
- Name
- Zach Swartz
- Title
- President
- Phone
- 4067818098
- Signed
- 2025-01-16
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Pinion LLC
- Address
- 21 10TH STREET SOUTH, GREAT FALLS, MT 59401
- Preparer
- Megan Connors
- Phone
- 4067270888
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: interest. Amount: 218.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: tardi gras beneficiary. Grantee name: aware, inc.. Grantee address: 205 e. Park anaconda, mt 59711. Property description: cash. Book value of property: 21,505. Date of gift: 04/03/24. Amount given: 21,505.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: bank charges. Amount: 70. Description: legal and professional. Amount: 2,500. Description: meals & entertainment. Amount: 75. Description: office supplies. Amount: 2,454. Description: program committee expenses. Amount: 238. Description: miscellaneous. Amount: 12. Total to form 990-ez, line 16: 5,349.”
Raw XML Appendix164 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 11005 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | ZACH SWARTZ |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4067818098 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 1633 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | GREAT FALLS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 59403 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 68819 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 57468 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 14159 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -11351 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 68819 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 57468 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 76612 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 21505 |
| IRS990EZ/GrossReceiptsAmt | 0 | 99796 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 8807 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 68819 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 57468 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 68819 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 57468 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | AARON GRAY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | TODD NEIGHBOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JOANN GOGO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ZACH SWARTZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | HEATHER PALERMO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | TOM JACOBSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | JORDYN ROGERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PAST PRESIDENT/TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | PRESIDENT-ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 5349 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 218 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE MISSION OF ROTARY IS TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | MEMBER SERVICES TO APPROXIMATELY 35 MEMBERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | SERVICE PROJECTS TO SUPPORT THE COMMUNITY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 21505 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 16354 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 73288 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 73288 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 3324 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 37859 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 89642 |
| IRS990EZ/TotalRevenueAmt | 0 | 26508 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTPS://ROTARYELECTRIC.ORG |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 12659 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 12659 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 94793 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt | 0 | 22791 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 22791 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | TARDI GRAS |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | MT MULTICULTURAL FAIR |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 263 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt | 0 | 7976 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 8239 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 44731 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 44540 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 89271 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 32072 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 44540 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 76612 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | -18181 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 44016 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 22596 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 21420 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt | 0 | 19747 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 19747 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST. AMOUNT: 218. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: TARDI GRAS BENEFICIARY. GRANTEE NAME: AWARE, INC.. GRANTEE ADDRESS: 205 E. PARK ANACONDA, MT 59711. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 21,505. DATE OF GIFT: 04/03/24. AMOUNT GIVEN: 21,505. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: BANK CHARGES. AMOUNT: 70. DESCRIPTION: LEGAL AND PROFESSIONAL. AMOUNT: 2,500. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 75. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 2,454. DESCRIPTION: PROGRAM COMMITTEE EXPENSES. AMOUNT: 238. DESCRIPTION: MISCELLANEOUS. AMOUNT: 12. TOTAL TO FORM 990-EZ, LINE 16: 5,349. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ZACH SWARTZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4067818098 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-01-16 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY ELECTRIC CLUB OF GREAT FALLS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 853618612 |
| ReturnHeader/Filer/PhoneNum | 0 | 4067818098 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 1633 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | GREAT FALLS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 59403 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 480567703 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PINION LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 21 10TH STREET SOUTH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | GREAT FALLS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 59401 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4067270888 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-01-16 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MEGAN CONNORS |
| ReturnHeader/ReturnTs | 0 | 2025-01-20T04:36:48-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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